Kourtney Stuthard

1. Insightly Marketing
2. Emails

This article will show you everything you can do with your images in our Email building tool - from adding pictures to customizing the appearance and placement of your content. Start by creating a ...

• Edited September 24, 2019 19:52
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1. Insightly Marketing
2. Reporting for Marketing

Build advanced reports Advanced reporting views How to create a custom report How to create, edit, and delete report folders Basic report filtering Adding summary rows to reports How to add a cha...

• Edited September 23, 2019 20:13
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1. Insightly Marketing
2. Reporting for Marketing

When you build a report that doesn't return proper results, it's very likely that the issue is with the data in your records or the conditions set in your filters.  Here are a few common hurdles yo...

• Edited September 23, 2019 20:01
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1. Insightly Marketing
2. Reporting for Marketing

Editing allows users to change a report's name, location, or parameters—like filters and summaries. It's a good idea to create a new copy of an existing report before editing it, keeping the origin...

• Edited September 23, 2019 19:45
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1. Insightly Marketing
2. Reporting for Marketing

Insightly Marketing users can schedule reports to be emailed at certain days and times or when an alert is triggered. A scheduled report will run at a time you select and be delivered as an email ...

• Edited September 23, 2019 19:32
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1. Insightly Marketing
2. Reporting for Marketing

When you add more than two filters to a report with both AND and OR Boolean operators, you'll need to organize them using the Filter Logic field to get more control over your report results. If we...

• Edited September 23, 2019 19:24
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1. Insightly Marketing
2. Reporting for Marketing

Visualizing report data gives viewers a quick way of digesting information, and online charts provide up-to-date details when you need them. You are only able to add a single chart to a report. To ...

• Edited September 23, 2019 19:12
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1. Insightly Marketing
2. Reporting for Marketing

When your report includes a numeric field, you can include a calculated summary row to display the sum, average, count, and minimum or maximum of the values in that column. The summary field will b...

• Edited September 23, 2019 19:04
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1. Insightly Marketing
2. Reporting for Marketing

With Insightly's advanced reporting, you can pick and choose which fields to display in a tabular report, filter and summarize them by specific values, and save and share the reports you create. To...

• Edited September 23, 2019 18:15
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1. Insightly Marketing
2. Reporting for Marketing

Let's take a look at our Reports pages to help you find your way around.   Report Folders view Report Folders contain saved reports and report templates. Click a folder to view the reports or tem...

• Edited September 23, 2019 17:59
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